TT International Asset Management LTD 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
TT International Asset Management LTD disclosed 49 US equity positions worth $524.8m in its Q2 2025 13F filing. The largest position was MAKEMYTRIP LIMITED MAURITIUS at 19.2% of the reported book, followed by PAM and BABA. Against the Q1 2025 filing, it opened 11 new positions, added to 18 and reduced 20 among the top 49 holdings.
What did TT International Asset Management LTD own in Q2 2025? Top 49 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MAKEMYTRIP LIMITED MAURITIUS | 19.2% | $100.7m | 1,027,077 | 112% | added | |
| 2 | PAM PAMPA ENERGIA S A | Industrials | 14.6% | $76.5m | 1,102,407 | -16% | reduced |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 12.8% | $67.3m | 593,014 | 16% | added |
| 4 | BMA BANCO MACRO SA | Financial Services | 12.0% | $62.8m | 894,385 | -7% | reduced |
| 5 | CELESTICA INC | 5.5% | $28.8m | 184,695 | -39% | reduced | |
| 6 | TGS TRANSPORTADORA DE GAS SUR | Energy | 4.9% | $25.7m | 993,934 | -19% | reduced |
| 7 | TBBB BBB FOODS INC | Consumer Defensive | 3.6% | $19.0m | 683,977 | 20% | added |
| 8 | BEKE KE HLDGS INC | Real Estate | 3.5% | $18.1m | 1,021,124 | -56% | reduced |
| 9 | CTRPUSD TRIP COM GROUP LTD | 3.0% | $16.0m | 272,174 | -62% | reduced | |
| 10 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 2.5% | $13.3m | 277,876 | -71% | reduced |
| 11 | ASX ASE TECHNOLOGY HLDG CO LTD | Technology | 1.7% | $9.1m | 883,968 | 19539% | added |
| 12 | BLD* TOPBUILD CORP | 0.9% | $4.7m | 14,658 | -29% | reduced | |
| 13 | ANGLOGOLD ASHANTI PLC | 0.8% | $4.4m | 97,214 | -32% | reduced | |
| 14 | TRU TRANSUNION | Financial Services | 0.8% | $4.4m | 49,742 | -14% | reduced |
| 15 | NICE NICE LTD | Technology | 0.8% | $4.4m | 25,764 | – | new |
| 16 | COCO VITA COCO CO INC | Consumer Defensive | 0.8% | $4.3m | 120,174 | 21% | added |
| 17 | BRBR BELLRING BRANDS INC | Consumer Defensive | 0.8% | $4.3m | 73,616 | 200% | added |
| 18 | SE SEA LTD | Consumer Cyclical | 0.8% | $4.1m | 25,731 | 482% | added |
| 19 | TIGO STIFEL FINL CORP | Communication Services | 0.7% | $3.6m | 34,515 | 696% | added |
| 20 | FCN FTI CONSULTING INC | Industrials | 0.7% | $3.5m | 21,431 | – | new |
| 21 | VLTO VERALTO CORP | Industrials | 0.6% | $3.2m | 31,986 | 5% | added |
| 22 | H HYATT HOTELS CORP | Consumer Cyclical | 0.6% | $3.1m | 22,409 | -39% | reduced |
| 23 | WCC WESCO INTL INC | Industrials | 0.6% | $3.0m | 16,452 | 23% | added |
| 24 | GMED GLOBUS MED INC | Healthcare | 0.6% | $3.0m | 50,709 | 33% | added |
| 25 | DYNATRACE INC | 0.5% | $2.7m | 49,050 | -15% | reduced | |
| 26 | ICLR BANCO BBVA ARGENTINA S A | Healthcare | 0.5% | $2.6m | 157,996 | 391% | added |
| 27 | NSIT INSIGHT ENTERPRISES INC | Technology | 0.5% | $2.6m | 18,751 | -24% | reduced |
| 28 | XYL XYLEM INC | Industrials | 0.5% | $2.6m | 20,001 | 1% | added |
| 29 | CDLR CADELER A S | 0.4% | $2.3m | 115,183 | -54% | reduced | |
| 30 | MIR MIRION TECHNOLOGIES INC | Industrials | 0.4% | $2.3m | 105,551 | 69% | added |
| 31 | RENEW ENERGY GLOBAL PLC | 0.4% | $2.1m | 297,418 | – | new | |
| 32 | NVENT ELECTRIC PLC | 0.4% | $2.0m | 27,691 | -78% | reduced | |
| 33 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.4% | $2.0m | 14,000 | 52% | added |
| 34 | LPLA LPL FINL HLDGS INC | Financial Services | 0.4% | $1.9m | 5,122 | -57% | reduced |
| 35 | ECL ECOLAB INC | Basic Materials | 0.3% | $1.7m | 6,261 | 90% | added |
| 36 | NU NU HLDGS LTD | Financial Services | 0.3% | $1.4m | 104,919 | – | new |
| 37 | OC TRANSPORTADORA DE GAS SUR | Industrials | 0.3% | $1.4m | 10,428 | 50% | added |
| 38 | HUBB HUBBELL INC | Industrials | 0.3% | $1.4m | 3,452 | -16% | reduced |
| 39 | SCCO SOUTHERN COPPER CORP | Basic Materials | 0.3% | $1.4m | 13,537 | – | new |
| 40 | ORA ORMAT TECHNOLOGIES INC | Utilities | 0.2% | $1.2m | 13,914 | -18% | reduced |
| 41 | GILD GILEAD SCIENCES INC | Healthcare | 0.2% | $997.8k | 9,000 | 93% | added |
| 42 | DNLI DENALI THERAPEUTICS INC | Healthcare | 0.2% | $909.4k | 65,000 | – | new |
| 43 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.2% | $818.1k | 313 | – | new |
| 44 | ITRI ITRON INC | Technology | 0.1% | $648.0k | 4,923 | – | new |
| 45 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 0.1% | $601.5k | 56,796 | -53% | reduced |
| 46 | CSL CARLISLE COS INC | Industrials | 0.1% | $580.6k | 1,555 | -36% | reduced |
| 47 | BZ KANZHUN LIMITED | Communication Services | 0.1% | $503.2k | 28,207 | – | new |
| 48 | AVGO BROADCOM INC | Technology | 0.1% | $420.1k | 1,524 | – | new |
| 49 | EVEX EVE HLDG INC | 0.1% | $411.9k | 60,050 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.